Category stocks

Kevin Warsh’s $8.6 Trillion Moment of Truth

Quick Read - Today's 3.64% Federal Funds Rate mirrors August 2001 levels, just before the Fed cut rates and the S&P 500 fell 12%. - A 2001-style 12% decline would now erase $8.6 trillion in wealth from retirement accounts, pensions, and college savings plans nationwide. - Warsh...</strong

Macy’s Q1 Earnings Call Highlights

Key Points - Macy’s beat first-quarter expectations across sales, comparable sales, EBITDA and EPS, with CEO Tony Spring saying the company’s turnaround strategy is gaining traction. Comparable sales rose 3%, marking the fourth straight quarter of growth. - Bloomingdale’s

Rent the Runway Q1 Earnings Call Highlights

Key Points - Rent the Runway delivered a strong fiscal Q1 2026, with revenue of $89.9 million, up 29.2% year over year and above guidance, driven by higher subscription revenue, add-on purchases and retail growth. - The company is undergoing a leadership transition after founder...</stron

Sprinklr Q1 Earnings Call Highlights

Key Points - Sprinklr beat Q1 expectations, with revenue up 7% year over year to $219.5 million and non-GAAP operating income at $31.7 million, a 14% margin. Management said the quarter showed improving renewal trends and stronger enterprise engagement. - AI-native product